Human Workbench
Views, tabs, and tasks AEs and SDRs use daily.
AI Workbench
How Twin assembles context and proposes next steps.
System Flow
How Spine ingests and projects sales data.
Execution Flow
From intent to source-system write with receipts.
- Lead: a prospect who has shown interest.
- Account: an organization you are selling into.
- Opportunity: a qualified deal with stage and value.
- Contact: an individual stakeholder at an account.
- Activity: calls, emails, meetings, and notes.
- Deal: the active sales engagement tied to an opportunity.
- Quote: a pricing proposal sent to a buyer.
- Forecast: a rollup of expected revenue by period.
- My Pipeline: your open opportunities and next actions.
- Forecast: period rollup for managers and RevOps.
- Deal Reviews: deep context on active deals.
- Active Prospects: leads being worked by SDRs.
- Won/Lost Analysis: closed outcomes and patterns.
- Lead Qualification: assess fit and intent before creating opportunity.
- Deal Progression: advance stages with evidence and approvals.
- Forecast Update: commit deals and adjust projections.
- Handoff to CS: transition closed-won accounts to success teams.
- Loss Review: capture reasons and lessons from closed-lost deals.
Domain Details
Operating model, responsibilities, and KPIs.
Domain Views
Table of all views and projection rules.
Business Context
Entities, relationships, and events.
Integrations
Source systems feeding the Sales domain.